THURSDAY
Nonprofit Institute Schedule - Thursday
Unless otherwise noted, DD workshops are in Room 201, ED in Room 207, Master Classes in Room 210
7:30 A.M. Registration, Networking & Continental
Breakfast at UCOM Room 231
8:30 a.m. Welcome and Introductions at UCOM
Room 231
Start the day off by meeting members of the Institute
Faculty!
9:15 A.M WORKSHOPS
ED1: Program Planning for Nonprofit Organizations
This workshop will provide a framework for planning
your programs that is easy for donors, funders, staff,
and board to understand.
Dave Tinker, MPA,MISSP,CFRE,FAFP, Achieva, Pittsburgh, Pa.
DD1: Small Shop Fundraising: Doing More with Less
Small shops are busy. Face-to-face donor meetings,
phone calls, special events, thank you letters,
updating (or creating?) the database, and cleaning the
bathroom. Doing more with less takes creativity,
persistence, and hope. Learn tips and share best
practices in this interactive session (toilet brush not
included).
Heather Schield, CFRE, VP Advancement, Keystone College, LaPlume, Pa.
SM: Social Media for Nonprofits Master Class
Want to get a jumpstart on your social media content
and strategy? We will discuss latest trends, strategies,
and tools to help you best tell your organizations
story. Learn key strategies to integrate, before during,
and after your appeals to maximize communication
potential build buzz.
Josh Hirsch, MS, Nonprofits First, West Palm Beach, Fla. (Lead)
Dave Tinker, MPA,MISSP,CFRE,FAFP, Achieva, Pittsburgh, Pa.
Don Rhoten, MS, CFRE, MMC Foundation, Meadville, Pa.
10:15 A.M. WORKSHOPS
ED2: Ethics and Nonprofit Leadership
With nonprofit ethics crises in the news more and
more, and new generations of people joining the
nonprofit leadership circle, a solid understanding of
the ethical principles and framework used by
charitable organizations is critical.
Ligia Pea, CFRE, Greenpeace International, Montreal, QC
DD2: The Two Cultures Approach to Fundraising
The Two Cultures model distinguishes between a
fundraising culture that is characterized by trivial gifts
and its effects on donor attrition and professional
versus a culture that is characterized by meaningful
commitments and its potential for long-term
sustainability.
Jason Lewis, CFRE, Lewis Fundraising, York, Pa.
11:15 A.M. WORKSHOP
ED3: Communication, Collaboration, Cooperation
As executive director, you can shape the way your
organization interacts with the community at large.
Collaboration and partnership is not only appealing to
donors, but is often a more effective approach to
achieving your mission.
Charles M. Barber, President & CEO, The Luzerne
Foundation, Luzerne, Pa.
12:00 P.M. LUNCH & LEARN: Three Lanes Approach
at UCOM Room 231
The Three Lanes Approach guides it users through a
system understanding of effective fundraising, how to
maximize high-capacity volunteers, and how to
discern trivial, meaningful and transformational gifts.
Jason Lewis, CFRE, Lewis Fundraising, York, Pa.
1:15 P.M.
ED4: Nonprofit Advocacy and Government Relations
Did you know that AFPs Government Relations
committee fought and defeated laws that severely
curtail the charitable tax deduction? Has your
organization been affected by the Harrisburg budget
impasses this year or in the past? Nonprofits need to

Nonprofit Institute Schedule - Thursday
Unless otherwise noted, DD workshops are in Room 201, ED in Room 207, Master Classes in Room 210
be self-advocates, not just for funding, but for the
entire charitable sector.
Don Rhoten, MS, CFRE, MMC Foundation, Meadville, Pa.
DD3: KPIs for Fundraising in room 231
This workshop shows a new dashboard model that
demonstrates how to prioritize time with the
organizations most valuable donors, how to track and
monitor key patterns of work, and how deliberate
practices can maximize fundraising performance. This
tool is designed to align expectations between the
development office, the executive suite and the
boardroom.
Jason Lewis, CFRE, Lewis Fundraising, York, Pa.
LG: Legacy Giving Master Class [to 4:15]
Cash-strapped, acquisition costs keep increasing, and
drawing a blank on how to engage supporters at a
higher level What is a Fundraiser to do? What if
there was a simple and highly engaging way to raise
millions from your supporters at a fraction of what
you spend in acquisition costs, would you jump at this
opportunity? This session will explore how to engage
supporters at a much more personal level in order to
inspire donors to leave a legacy, raise more funds to
realize your mission and effectively change the world.
At the end of this session you will leave thinking:
wish Id started a legacy program 10 years ago!
Ligia Pea, CFRE, Greenpeace International, Montreal, QC
2:15 P.M. WORKSHOP
ED5: Building a Generative Governing Board that
Loves Fundraising!
If your board meetings are like most, they are full of
reports, boring discussions, and lots of listening. This
workshop will help you get your board talking about
issues that really matter to your organizations long-
term planning. And ones that will get your board
members able to fundraise because of full buy-in to
the mission.
THURSDAY
John Dawe, MNA, CNP, CFRE, Dawe Consulting, Kingston,
Pa.
>> Development Group: Break and Move to 201
2:30 P.M. WORKSHOP
DD4: Effective Campaign Planning
The Effective Campaign Planning tool reveals the
tension inherent in the campaign success curve, the
reality of the twelve-year spread, and when to "go to
press" with the case for support.
Jason Lewis, CFRE, Lewis Fundraising, York, Pa.
3:15 P.M.
ED Group Break / at 3:30 join DD group in 201.
3:30 P.M.
ED/DD JOINT SESSION
Getting Your Board & Volunteers to Raise Money
Well talk to our faculty about how they have
effectively engaged their board members in significant
fundraising and learn from conference attendees as
well.
Group Discussion led by John Dawe, CFRE
4:15 P.M.
Best Practices, AHA! Moments, and Review
ROOM 231
All participants will come together to review the days
best practices, AHA! Moments, and Lessons Learned!
Facilitated Discussion: John Dawe, CFRE & Faculty
4:45 P.M. Post-Conference Happy Hour at Bart &
Urbys
Directions: Exit UCOM through the S. Main St. main
exit doors and turn left. Bart and Urbys is a block
ahead on the left.